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They had a surprisingly bad quarter, though he likes the CEO. Sell this to buy Goldman.

His favourite in this industry, given the Discover-Capital One merger because he doesn't expect usery fees.

He expects an activist to step in, but they do food and places with scale, like Walmart and Amazon, do it better.

It went up huge recently. Buy at $140-150.

Is one of the stars of the JPMorgan conference. Shares have been growing in a straight line with growth in medical devices and pharmaceuticals.

Good, but it's been around forever and only recently has caught fire. 

Their 7% yield says something is wrong. No. Prefers MCD.

Fell 7.5% today on earnings. Has long loved this. They make good car and industrial chips, but those are down in the dumps.  They beat top and bottom, but their end markets are weak. They should go private.